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Federal Realty Investment Trust

398 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $7.48B → $8.79B (+$1.31B)

17% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 124

3% more funds holding

Funds holding: 385398 (+13)

1.71% more ownership

Funds ownership: 94.88%96.59% (+1.7%)

4% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $15.6M

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
145
Reduced
124
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$203K -$2.04K -18 -1%
Mitsubishi UFJ Trust & Banking
302
Mitsubishi UFJ Trust & Banking
Japan
$196K +$14.1K +124 +8%
WP
303
WealthShield Partners
North Carolina
$191K +$11K +97 +6%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$177K +$64.3K +566 +60%
TCOV
305
Trust Company of Vermont
Vermont
$152K
DCM
306
Dupont Capital Management
Delaware
$146K +$3.63K +32 +3%
BU
307
BBVA USA
Alabama
$146K +$142K +1,248 New
JGIA
308
Jackson Grant Investment Advisers
Connecticut
$140K
PI
309
PEAK6 Investments
Illinois
$134K +$122K +1,078 +1,633%
TI
310
Truehand Inc
New Hampshire
$117K
WT
311
Whittier Trust
California
$117K
S
312
SignatureFD
Georgia
$116K +$9.65K +85 +9%
FRA
313
Front Row Advisors
California
$115K
QCG
314
Quadrant Capital Group
Ohio
$115K +$19K +167 +21%
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$114K
GIBU
316
Gulf International Bank (UK)
United Kingdom
$104K
Fidelity Investments
317
Fidelity Investments
Massachusetts
$103K +$23.4K +206 +31%
TFA
318
Toth Financial Advisory
Virginia
$98K +$9.88K +87 +12%
EIP
319
Ellis Investment Partners
Pennsylvania
$94K +$908 +8 +1%
EI
320
Ellevest Inc
New York
$75K -$62.7K -552 -46%
DAM
321
Delta Asset Management
Tennessee
$62K -$6.24K -55 -9%
EBA
322
Eagle Bay Advisors
New York
$59K +$56.8K +500 New
AWA
323
Arkadios Wealth Advisors
Georgia
$58K +$36.3K +320 +179%
CHA
324
Carmichael Hill & Associates
Maryland
$57K
IA
325
IFP Advisors
Florida
$55K -$5.79K -51 -10%

FRT Hedge Fund Activity: Q2 2021 in Review

398 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2021, worth a combined $8.79B — up 18% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 44 closed out — a net gain of 16 holders — while 145 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Bank of New York Mellon, cutting an estimated $98.7M.

  • 398 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2021, up from 385 in Q1 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q2 2021, up 18% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q2 2021 and 44 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2021 was Cohen & Steers, an estimated $209M added.
  • The largest Federal Realty Investment Trust seller in Q2 2021 was Bank of New York Mellon, an estimated $98.7M sold.

Based on aggregated 13F filings for Q2 2021.